MACROVIEW INVESTMENT MANAGEMENT LLC

BETHESDA, MD · CIK 1551727 · 13F filing filed 2026-07-28

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyBethesda, MD

$161.0m reported value +12.4% vs Q1 2026

105positions

42.4%in top 10

15 new 52 added 30 reduced 8 sold out vs Q1 2026

Options: 0 call positions (— notional), 1 put positions ($1.1m notional) – listed below, not included above.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	14,277	$10.7m6.62%	6.62%	Added +979	+979 7.4%
2	INNOVATOR ETFS TRUST US EQTY BUFR MAR BMAR	BMAR	138,327	$8.0m4.95%	4.95%	Reduced -125	-125 -0.1%
3	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	223,933	$7.6m4.71%	4.71%	Added +11.8k	+11,781 5.5%
4	ISHARES TR MSCI EAFE ETF EFA	EFA	67,589	$7.0m4.36%	4.36%	Added +3.3k	+3,265 5.1%
5	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	8,499	$6.3m3.89%	3.89%	Added +453	+453 5.6%
6	ISHARES TR CORE S&P SCP ETF IJR	IJR	40,760	$6.0m3.76%	3.76%	Added +1.3k	+1,345 3.4%
7	ISHARES TR CORE S&P MCP ETF IJH	IJH	78,155	$6.0m3.74%	3.74%	Added +2.5k	+2,542 3.4%
8	SPROTT PHYSICAL GOLD TR UNIT PHYS	PHYS	197,437	$6.0m3.70%	3.70%	Reduced -2.0k	-1,965 -1.0%
9	ISHARES TR CORE S&P500 ETF IVV	IVV	7,696	$5.8m3.58%	3.58%	Added +67	+67 0.9%
10	ISHARES TR CORE MSCI EAFE IEFA	IEFA	51,877	$5.0m3.11%	3.11%	Added +1.3k	+1,292 2.5%
11	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	18,605	$4.1m2.54%	2.54%	Added +492	+492 2.7%
12	HOME DEPOT INC COM HD	HD	11,163	$3.9m2.45%	2.45%	Added +49	+49 0.4%
13	APPLE INC COM AAPL	AAPL	13,197	$3.8m2.37%	2.37%	Reduced -137	-137 -1.0%
14	PUTNAM ETF TRUST FOCUSED LAR CAP PVAL	PVAL	60,530	$3.1m1.92%	1.92%	Added +5.8k	+5,812 10.6%
15	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	91,674	$2.9m1.81%	1.81%	Added +7.5k	+7,477 8.9%
16	JANUS DETROIT STR TR HENDRSON AAA CL JAAA	JAAA	53,519	$2.7m1.68%	1.68%	Added +1.9k	+1,912 3.7%
17	JANUS DETROIT STR TR HENDERSON MTG JMBS	JMBS	57,249	$2.6m1.60%	1.60%	Added +684	+684 1.2%
18	PIMCO ETF TR ENHAN SHRT MA AC MINT	MINT	24,727	$2.5m1.55%	1.55%	Added +1.1k	+1,148 4.9%
19	MICROSOFT CORP COM MSFT	MSFT	6,622	$2.5m1.53%	1.53%	Reduced -100	-100 -1.5%
20	ISHARES TR ESG AWR MSCI USA ESGU	ESGU	14,938	$2.4m1.52%	1.52%	Added +6	+6 0.0%
21	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	10,970	$2.3m1.45%	1.45%	Added +1.7k	+1,669 17.9%
22	VANGUARD MALVERN FDS STRM INFPROIDX VTIP	VTIP	46,293	$2.3m1.44%	1.44%	Added +2.6k	+2,579 5.9%
23	PROSHARES TR S&P 500 DV ARIST NOBL	NOBL	40,356	$2.3m1.41%	1.41%	Added +2.3k	+2,284 6.0%
24	WORLD GOLD TR SPDR GLD MINIS GLDM	GLDM	28,020	$2.2m1.38%	1.38%	New
25	JANUS DETROIT STR TR HENDRSN SHRT ETF VNLA	VNLA	42,550	$2.1m1.29%	1.29%	Added +2.0k	+1,957 4.8%
26	SPDR GOLD TR GOLD SHS GLD	GLD	4,905	$1.8m1.12%	1.12%	Reduced -6.1k	-6,134 -55.6%
27	ISHARES GOLD TR ISHARES NEW IAU	IAU	22,514	$1.7m1.06%	1.06%	Added +507	+507 2.3%
28	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	4,591	$1.7m1.06%	1.06%	Added +72	+72 1.6%
29	INNOVATOR ETFS TRUST EQUI DUAL 15 MAY DDFY	DDFY	84,664	$1.7m1.05%	1.05%	New
30	VANGUARD SCOTTSDALE FDS VNG RUS1000VAL VONV	VONV	14,650	$1.6m0.97%	0.97%	Reduced -362	-362 -2.4%
31	SELECT SECTOR SPDR TR SBI HEALTHCARE XLV	XLV	9,808	$1.6m0.97%	0.97%	Reduced -251	-251 -2.5%
32	INNOVATOR ETFS TRUST EQUI DUA 15 MARC DDFM	DDFM	78,709	$1.6m0.97%	0.97%	Added +3.6k	+3,560 4.7%
33	GOLDMAN SACHS ETF TR ACTIVEBETA US LG GSLC	GSLC	10,244	$1.5m0.90%	0.90%	Added +757	+757 8.0%
34	INNOVATOR ETFS TRUST US EQTY PWR BUF PMAR	PMAR	30,285	$1.4m0.90%	0.90%	Unchanged
35	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	20,270	$1.4m0.90%	0.90%	Added +2.2k	+2,181 12.1%
36	PROFESIONALLY MANAGED PORTFO AKRE FOCUS ETF AKRE	AKRE	25,951	$1.4m0.86%	0.86%	Reduced -1.5k	-1,549 -5.6%
37	FIRST TR EXCHNG TRADED FD VI FT VEST NASDAQ 1 QCAP	QCAP	55,029	$1.4m0.85%	0.85%	Added +657	+657 1.2%
38	INNOVATOR ETFS TRUST EQUITY DUAL DIRE DDFD	DDFD	67,655	$1.4m0.84%	0.84%	Added +3.3k	+3,325 5.2%
39	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	14,995	$1.3m0.80%	0.80%	Added +53	+53 0.3%
40	NVIDIA CORPORATION COM NVDA	NVDA	5,063	$1.0m0.63%	0.63%	Reduced -384	-384 -7.0%
41	ALPHABET INC CAP STK CL A GOOGL	GOOGL	2,758	$985.8k0.61%	0.61%	Reduced -13	-13 -0.5%
42	LOCKHEED MARTIN CORP COM LMT	LMT	1,756	$894.6k0.56%	0.56%	Reduced -4	-4 -0.2%
43	ALPHABET INC CAP STK CL C GOOG	GOOG	2,527	$893.0k0.55%	0.55%	Reduced -64	-64 -2.5%
44	ORACLE CORP COM ORCL	ORCL	5,481	$803.3k0.50%	0.50%	Added +52	+52 1.0%
45	COCA COLA CONS INC COM COKE	COKE	4,188	$799.7k0.50%	0.50%	Reduced -142	-142 -3.3%
46	ISHARES TR RUS 1000 GRW ETF IWF	IWF	6,339	$787.1k0.49%	0.49%	Added +7	+7 0.1%
47	AMERICAN EXPRESS CO COM AXP	AXP	2,186	$739.4k0.46%	0.46%	Added +71	+71 3.4%
48	EXXON MOBIL CORP COM XOM	XOM	5,294	$723.9k0.45%	0.45%	Added +114	+114 2.2%
49	PIMCO ETF TR ACTIVE BD ETF BOND	BOND	7,804	$719.6k0.45%	0.45%	Added +172	+172 2.2%
50	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	2,951	$698.2k0.43%	0.43%	Added +10	+10 0.3%
51	HUDSON PACIFIC PROPERTIES IN COM HPP	HPP	45,540	$691.8k0.43%	0.43%	New
52	VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF VT	VT	4,190	$657.6k0.41%	0.41%	Added +15	+15 0.4%
53	SPDR INDEX SHS FDS PORTFOLIO EMG MK SPEM	SPEM	12,645	$654.7k0.41%	0.41%	Added +252	+252 2.0%
54	AMAZON COM INC COM AMZN	AMZN	2,583	$615.6k0.38%	0.38%	Reduced -63	-63 -2.4%
55	ISHARES TR RUS MID CAP ETF IWR	IWR	5,498	$606.5k0.38%	0.38%	Reduced -99	-99 -1.8%
56	VANGUARD ADMIRAL FDS INC SMLLCP 600 IDX VIOO	VIOO	3,941	$542.1k0.34%	0.34%	Unchanged
57	SSGA ACTIVE ETF TR SPDR TR TACTIC TOTL	TOTL	13,683	$540.1k0.34%	0.34%	Added +313	+313 2.3%
58	ISHARES TR S&P 500 VAL ETF IVE	IVE	2,367	$537.4k0.33%	0.33%	Added +148	+148 6.7%
59	T ROWE PRICE ETF INC CAP APPRECIATION TCAF	TCAF	12,833	$527.4k0.33%	0.33%	Added +49	+49 0.4%
60	ISHARES TR 0-3 MNTH TREASRY SGOV	SGOV	5,145	$518.0k0.32%	0.32%	New
61	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	1,813	$509.9k0.32%	0.32%	Added +215	+215 13.4%
62	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	16,724	$492.2k0.31%	0.31%	Added +26	+26 0.2%
63	UNITEDHEALTH GROUP INC COM UNH	UNH	1,151	$478.3k0.30%	0.30%	Reduced -69	-69 -5.7%
64	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	5,403	$474.8k0.29%	0.29%	Unchanged
65	MORGAN STANLEY COM NEW MS	MS	2,180	$455.8k0.28%	0.28%	Added +6	+6 0.3%
66	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	7,357	$439.2k0.27%	0.27%	Added +427	+427 6.2%
67	FIRST TR EXCHANGE TRADED FD DJ GLBL DIVID FGD	FGD	13,576	$434.3k0.27%	0.27%	Added +1.1k	+1,101 8.8%
68	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	15,322	$424.4k0.26%	0.26%	Added +74	+74 0.5%
69	MICRON TECHNOLOGY INC COM MU	MU	362	$418.1k0.26%	0.26%	Reduced -357	-357 -49.6%
70	LISTED FD TR HORIZON KINETICS INFL	INFL	7,886	$393.4k0.24%	0.24%	Added +4	+4 0.1%
71	GOLDMAN SACHS GROUP INC COM GS	GS	377	$381.4k0.24%	0.24%	Reduced -1	-1 -0.3%
72	WALMART INC COM WMT	WMT	3,343	$378.7k0.24%	0.24%	Reduced -39	-39 -1.1%
73	META PLATFORMS INC CL A META	META	671	$378.0k0.23%	0.23%	Added +5	+5 0.8%
74	BANK NEW YORK MELLON CORP COM BNY	BNY	2,613	$377.9k0.23%	0.23%	Reduced -28	-28 -1.1%
75	GDS HLDGS LTD SPONSORED ADS GDS	GDS	12,460	$374.2k0.23%	0.23%	Unchanged
76	VANECK ETF TRUST NATURAL RESOURC HAP	HAP	5,335	$366.0k0.23%	0.23%	Unchanged
77	VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF VGK	VGK	4,105	$363.5k0.23%	0.23%	Added +44	+44 1.1%
78	SPDR SER TR S&P BIOTECH XBI	XBI	2,204	$348.9k0.22%	0.22%	Unchanged
79	UNION PAC CORP COM UNP	UNP	1,270	$345.5k0.21%	0.21%	Reduced -95	-95 -7.0%
80	ADVANCED MICRO DEVICES INC COM AMD	AMD	579	$336.3k0.21%	0.21%	New
81	JPMORGAN CHASE & CO COM JPM	JPM	1,002	$328.0k0.20%	0.20%	Reduced -148	-148 -12.9%
82	ISHARES TR RUSSELL 2000 ETF IWM	IWM	1,075	$323.1k0.20%	0.20%	Unchanged
83	VANGUARD INDEX FDS SML CP GRW ETF VBK	VBK	882	$322.5k0.20%	0.20%	Reduced -23	-23 -2.5%
84	FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF CIBR	CIBR	3,587	$322.3k0.20%	0.20%	Unchanged
85	BLACKROCK ETF TRUST ISHARES US EQUIT DYNF	DYNF	4,660	$316.9k0.20%	0.20%	Added +1.1k	+1,133 32.1%
86	FIRST TR EXCHANGE-TRADED FD WCM INTL EQUITY WCMI	WCMI	16,194	$316.9k0.20%	0.20%	Added +1.8k	+1,770 12.3%
87	BROADCOM INC COM AVGO	AVGO	831	$313.8k0.19%	0.19%	Reduced -23	-23 -2.7%
88	SCIENCE APPLICATIONS INTL CO COM SAIC	SAIC	2,680	$295.9k0.18%	0.18%	Added +533	+533 24.8%
89	NVR INC COM NVR	NVR	43	$293.0k0.18%	0.18%	Reduced -1	-1 -2.3%
90	ALLSTATE CORP COM ALL	ALL	1,212	$288.4k0.18%	0.18%	Reduced -28	-28 -2.3%
91	ROUNDHILL ETF TRUST MEMORY ETF DRAM	DRAM	3,363	$248.4k0.15%	0.15%	New
92	CISCO SYS INC COM CSCO	CSCO	2,100	$246.7k0.15%	0.15%	New
93	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	313	$238.9k0.15%	0.15%	New
94	ISHARES TR MSCI EMG MKT ETF EEM	EEM	3,484	$238.3k0.15%	0.15%	New
95	MCKESSON CORP COM MCK	MCK	314	$237.3k0.15%	0.15%	Reduced -13	-13 -4.0%
96	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	462	$231.2k0.14%	0.14%	Reduced -34	-34 -6.8%
97	INTEL CORP COM INTC	INTC	1,653	$230.9k0.14%	0.14%	New
98	TESLA INC COM TSLA	TSLA	539	$226.7k0.14%	0.14%	Reduced -11	-11 -2.0%
99	GLOBAL X FDS INTERNET OF THNG SNSR	SNSR	4,435	$221.6k0.14%	0.14%	New
100	ELECTRONIC ARTS INC COM EA	EA	1,077	$220.8k0.14%	0.14%	Reduced -6	-6 -0.6%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
INNOVATOR ETFS TRUST DDTD	DDTD	60,883	$1.1m60.9k shares
KLX ENERGY SERVICS HOLDNGS I KLXE	KLXE	174,696	$454.2k174.7k shares
FIRST TR EXCHNG TRADED FD VI GAPR	GAPR	8,668	$350.8k8.7k shares
INVESCO EXCH TRD SLF IDX FD BSMQ	BSMQ	14,141	$334.1k14.1k shares
EOS ENERGY ENTERPRISES INC EOSE	EOSE	46,056	$228.4k46.1k shares
UNDER ARMOUR INC UA	UA	38,703	$224.1k38.7k shares
CHEVRON CORP NEW CVX	CVX	1,026	$212.4k1.0k shares
SHARPLINK INC SBET	SBET	12,500	$80.6k12.5k shares

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
ISHARES TR Put		Put	3,500	$1.1m3.5k shares	Added